In partnership with
Good morning.
Yesterday was warm, but a cold snap hit last night on the east coast that froze the ground. Markets tell a similar story: $1 trillion was added to stock market yesterday alone, and everything was green; things feel much colder today so far.
SoftBank sold its entire stake in Nvidia, the S&P 500 is down pre-market, and CoreWeave sank 10%.
However, the Government shutdown is (hopefully) drawing to a close, and markets may only need one more bullish push, one more positive catalyst, before they start running again.
But wealth isn’t everything anyway, as Warren Buffett reminded everyone in his farewell letter.
Let’s get started.
In partnership with Roku
Missed OpenAI? The Clock Is Ticking on RAD Intel’s Round
Ground floor opportunity on predictive AI for ROI-based content.
RAD Intel is already trusted by a who’s-who of Fortune 1000 brands and leading global agencies with recurring seven-figure partnerships in place.
$50M+ raised. 10,000+ investors. Valuation up 4,900% in four years*.
Backed by Adobe and insiders from Google. Shares at $0.81 until Nov 20 — then the price moves. Invest now.
This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company and there is currently no public market for the Company's Common Stock. Nasdaq ticker “RADI” has been reserved by RAD Intel and any potential listing is subject to future regulatory approval and market conditions. Investor references reflect factual individual or institutional participation and do not imply endorsement or sponsorship by the referenced companies. Please read the offering circular and related risks at invest.radintel.ai.
Please support our partners!
📰 Market Headlines
Markets jumped on Monday as optimism grew that Washington would soon end the 40‑day government shutdown.
$1 trillion was added to the stock market yesterday alone.
The S&P 500 gained 1.5%, the Nasdaq rose 2.3%, and the Dow climbed 0.8%, led by rebounds in tech and energy stocks after the Senate advanced a funding deal to reopen the government.
Cloud compute providers Nebius (NBIS) and CoreWeave (CRWV) told two different stories after their earnings calls. Nebius announced a larger-than-expected drop in net income but also a new $3 billion deal with Meta; NBIS is up 4% pre-market as of writing. Meanwhile, CoreWeave dropped 10% after cutting its revenue forecast during yesterday’s earnings report (after markets closed). This isn’t very surprising; AltIndex has NBIS at an AI score of 77/100 (a solid “buy” rating) and Coreweave at a 54/100 (a “hold” rating). NBIS looks to be the stronger compute play, and interested investors might look for dips to jump on. This is not financial advice, and do your own research.
We talk a lot about mega-cap stocks, but here are AltIndex’s most undervalued hidden gem stocks at the moment. This list focuses specifically on companies with P/E (price/earnings) ratios that suggest they’re priced below their market value.
The Senate finally advanced a funding bill to end the government shutdown after day 41. The deal is now on its way to the House, and if it’s approved there, it will then be signed into effect by President Trump.
OpenAI investor SoftBank just sold its entire NVDA position. While that headline might seem like really bad news, it’s likely not; SoftBank seems to have sold the position because it needs more liquidity to fund upcoming investments, not because it thinks Nvidia is about to tank. As evidence, SoftBank remains intertwined heavily with Nvidia in other investments, namely its huge stake in OpenAI itself.
We thought some comic relief could be good in the midst of earnings season, so here’s a compilation of the funniest, most outrageous moments in earnings call history (including Musk’s classic quote, “Boring bonehead questions are not cool. Next.”).
The Robinhood vs. Charles Schwab debate is picking up steam. A viral graph has been making the rounds on social media comparing Robinhood to Charles Schwab. Charles Schwab has more users and their average account size is 25x larger than the average Robinhood user’s account size. Millennials and Gen z are using Robinhood the most, and as time goes on, Gen x’s wealth will be transferred to them. Which brokerage app do you think they’ll use in their 50s and 60s? Here’s a thesis from trader Sergio on Twitter about why Robinhood might be a $1,000 stock in the future. DYOR.
On a tender note, Warren Buffett announced that he will no longer write Berkshire Hathaway’s annual report. “To My Fellow Shareholders,” he wrote, “I will no longer be writing Berkshire’s annual report or talking endlessly at the annual meeting. I’m going quiet… I wish all who read this a very happy Thanksgiving." He had several more touching things to say in his farewell letter here, reflecting on life, meaning, and business.
Taiwan Semiconductor posted record revenue in October, jumping 16.9% year-over-year to $11.86 billion despite marking the slowest growth since February 2024. The world's largest contract chipmaker raised its full-year revenue growth forecast to the mid-30% range, up from about 30% previously. Shares gained 2% Monday.
😱 Fear & Greed Index
🤫 Insider Trading
Stock | Who Bought/Sold | Details | Total |
|---|---|---|---|
Coherent Corp $COHR ( ▼ 5.47% ) | EVP, General Management | Sold 60,706 shares @ $160.00 | $9,712,960 |
Redwire Corporation $RDW ( ▼ 0.24% ) | Chairman and CEO | Bought 37,155 shares @ $6.21 | $199,673 |
🪙 Crypto
China just accused the US of seizing 127,000 stolen $BTC worth $13B, calling it a “state-level hack.”
Coinbase launched its public token sales platform, bringing ICO-style launches back to US retail investors for the first time since 2018.
Jim Chanos unwound his Strategy short as the stock's bitcoin premium collapsed from 2.5x to 1.2x after a 50% selloff.
📊 IPOs and Earnings
Rocket Lab beat revenue and earnings expectations while posting a record 37% gross margin. The stock is up 8.72% pre-market.
AST SpaceMobile posted weaker-than-expected third-quarter results and is down about 0.5% pre-market.
TeraWulf missed on earnings and revenue; it traded down 1.4% pre-market.
🎙 What Do You Think?
What's your sentiment on Berkshire Hathaway without Buffett?
🎤️ What you said last time
“New to investing. Interested in penny stocks.”
🧠 The Missing (Market) Links
Here’s what a “K-shaped economy” is and why it’s relevant for investors right now.
The stock market's fate rested on how investors reacted to massive $125 billion Treasury auctions.
Vladimir Putin ordered officials to fast-track a plan to exploit Russia’s massive rare earth deposits, a late but aggressive entry into the global resource war.
Indie music venues pumped $7.8 billion into Florida's economy, yet a shocking new report revealed only 35% of them actually turned a profit.
Fertilizer prices exploded 37% in five years, sparking a fiery Senate hearing over whether corporate greed or global geopolitics were to blame.
📜 Quote of the Day
Spend less time predicting the market and more time preparing for whatever it does”
📢 We want to hear from you.
We love hearing from you, and we deeply appreciate your feedback.
⭐️ What did you think of today's edition?
That’s all for today. Did we miss anything? Smash the reply button to let me know.
Cheers,
Brandon & Blake of Invested Inc
Thumbnail image: Wikimedia
The information provided in Stocks & Income is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Stocks & Income is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.
Stocks & Income, AltIndex, Finance Wrapped, The Chain, and Future Funders are all owned by Invested, Inc.